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En masse lead edit/modification options

Status: Delivered in 8.0
by Copper Contributor on ‎03-09-2011 10:26 AM

We've had a few requests for the ability to edit leads en masse. In SLX, you are able to replace data on accounts and on contacts when you have them open in a certain group but currently this functionality does not exist for leads. Working on this idea, you are able to realign territories for accounts but you can't realign an account manager for leads other than going in to them one-by-one and changing them.


Some functionality to bring the ability to work with leads on a large scale would be great in a new version.

by Copper Contributor
on ‎03-18-2011 04:50 AM

We encourage our customers to use Leads all the time, the recently added ability to schedule Activites against Leads has made it much more usable. However as Sam has pointed out, there are still things missing from the Leads area:


- Lead Deduplication en masse - like Account/Contacts

- Lead Deduplication on Import

- Lead Find/Replace - like Account/Contact

- Lead Purge - like Account/Contact/Opportunity

- Lead Capture - creates and Account & Contact - why is there not a portal to capture a Lead?

- Lead Territory Realignment

by Copper Contributor
on ‎06-23-2011 04:01 AM

Just wanted to say it's great to see lead duplicate checking functionality added to 7.54. It's good to know that Sage are listening.


Just need the ability to realign territories , find and replace, purge and lead capture and SLX will have the full ability to work with leads.

by Copper Contributor
on ‎08-02-2011 08:15 AM

I need to revise this reply.


Duplicate checking for leads in 7.54 still doesn't work so we're no better off than we were in 7.53. Trying to resolve any duplicate leads and you're met with the merge data- Differences Found screen and can move no further.

by Moderator Moderator
on ‎08-02-2012 08:24 AM
Status changed to: Delivered in 8.0

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